Latest Blogs and Commentary
Analysis: Edge AI chips Aren’t Coming to Smart Home Devices in the Near Future
Smart Home AI is moving to the cloud—not the edge. Our latest market study finds just 5% of the $7B Smart Home AI market will use edge AI chips by value.
Semiconductor Analytics – July 16, 2025
Weekly semiconductor sales and 13-week MA trends by segment—covering DRAM, NAND, Logic, Analog & Power, and Auto—via our semiconductor analytics platform.
Company Earnings: Q2 2025 ASML
Key insights on ASML’s demand and supply trends from their latest quarterly earnings, essential for tracking semiconductor equipment market dynamics.
Tracker: Global Wearables Vendor Value Share Q1 2025
Quarterly global wearable market report covering revenues, ASPs, shipments, and vendor share—driven by smartwatch gains and Apple’s continued value dominance.
Narrative: Tablet Apps Processor Market Share Q1 2025
Track quarterly tablet applications processor market trends, including vendor shares, shipments, and ASPs—led by Apple’s 65% revenue dominance in Q1 2025.
Analysis: Electronic Forecast Overview Q2 2025 Update
Quarterly forecasts of global OEM electronics production by application, plus macroeconomic, GDP, and PPP data from 1984 through the next 5 years.
Narrative: Global Fitness Band Vendor Value Share by Price-Tier Q1 2025
Global fitness band revenues fell 12% in Q1 2025, marking 20 straight quarters of decline. Tracking shipments, pricing, and vendor trends from 2016–2025.
White Paper for HANMI
HANMI earns 4.5 stars in TechInsights' 2025 Supplier Awards, with improved scores across 9 areas. Report reveals key drivers of strong customer satisfaction.
2025-07-14 - SEMI Equipment Units by OEM
Annual shipment breakdown from top OEMs by tool category: Lithography, CMP, Ion Implant, Deposition, Etch, Clean, and Process Diagnostics.
White Paper for ASMPT
ASMPT ranks 3rd in TechInsights' 2025 Global Semiconductor Supplier Awards, earning top marks for Field Engineering Support with a 9.0 rating.
Narrative: Wireless Services Global Market Update – 5G Drives Growth Amidst Geopolitical Uncertainty
Global wireless subscriptions will rise to 9.61B by 2030, driven by 5G. This forecast covers revenue, tech, and device trends across 88 markets.
NVIDIA Launches New Switches with TSMC's Co-Packaged Optics
NVIDIA adds co-packaged optics to Quantum‑X and Spectrum‑X switches, promising major power and performance gains for hyperscale data center interconnects.
Handset Vendor Market Share for 60 Countries: Q1 2025
Global handset shipments fell -1.5% YoY in Q1 2025. Apple, Samsung, and Xiaomi led in 60 key markets that made up 86% of global volumes.
Analysis: Tariff Reckoning 2.0
TechInsights offers an update on the Trump Administration’s tariff stance as of July 2025, focusing on the imminent end of the 90-day tariff pause announced in April, new tariffs on Japan and South Korea, and new sectoral tariffs.
Narrative: Global Wearables Shipment Forecast by Type by Vendor by Quarter 2017 to 2025: Q1 2025 Update
Global wearables to grow 2.1% in 2025 after 3 years of decline. Analysis includes vendor trends and quarterly forecasts by device type.
Forecast: Global Wearables Shipments by Type by Vendor by Quarter 2017 to 2025: Q1 2025 Update
Global wearables to grow 2.1% in 2025 after years of decline. Report tracks quarterly shipments by device type and vendor through 2025.
Market Data: Smartphone On-Device AI Market Model - Q1 2025
Smartphone AI AP shipments rose 9% YoY in Q1 2025. Report tracks vendor trends, premium mix, and rise of generative AI through Q4 2025.
Identifying Product Hotspots Guides Targeted Redesigns, Supplier Collaborations
A leading electronics manufacturer needed to produce comprehensive PCFs to support its carbon reduction goals. But the process was plagued with gaps and inconsistencies.
